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You deserve the #1 independent financial advisory firm in the nation

2020 Barron’s #1 Independent Financial Advisory Firm

Largest Independent Registered Investment Advisory Firm2

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Ric and Jean Edelman
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Ric and Jean Edelman founded the firm in 1986 to help folks just like you improve your personal finances.

Today, we manage $230 billion for 1.27 million families across the country.

Firm Statistics as of September 30, 2020.
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You’ll benefit from the broad array of advice and services you’ll get from the financial planners of Edelman Financial Engines.
Investment Management
Retirement Planning
Social Security
Social Security
Home Ownership
Homeownership & Mortgages
Tax Planning
Tax Planning Strategies